Tally helps business owners leverage technology by building and implementing

a platform to optimize their business and using the information to

developing strategies so they can grow intentionally.

Business Analysis

Develop the plan

To become a client, the first step is Business Analysis. We meet with client's team, learn about their business, and find their current pain points. Using this information we develop an optimized platform of integrated software solutions and build processes that save time and empower the team.

Cloud Integration

Implement the plan

Next, we implement the plan. This includes creating and integrating the platform, migrating all current date, and training client's team or accountants to run the new processes.

Strategic Coaching

Define & execute intentional goals

After the processes are in place we lead the client with regular strategy sessions to keep clients developing their business and growing intentionally.

Agility Maintenance

Build | Measure | Learn

We continually measure data, learn how to improve the business, and adjust the outlook to reflect the changes.

Complete Compliance

Complete compliance management

Have the peace of mind knowing your business is following the rules and regulations of the government.

Tally's Tools

We partner with best-in-class software to automate client's processes and help them grow.